google, of course, apple, facebook and amazon? could the interest graph or perhaps even something else change that order of the universe? >> well, i mean, i think all four of those players do a really terrific job providing a lot of great experiences for end users. so i think that all four of those will become major players in the future. i think the four horsemen analogy misses other players in the space. i think, for example, twitter is very exciting and very interesting. and i do think that technology isn't stagnant. it's amazing to think about the different waves of the internet and technology. right? you know, the first wave really was yahoo! itself, the directory. there's these pages out there, how do you organize them. and then the web got so large that the directory model broke down and gave way to search. and then the next wave came with social. and now i really think we're on the mobile wave. and so, you know, you think about that, that's all happened in about, you know, 15 years, right? we've gone through four major tec